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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Michael Acosta (CRD# 6856204) is an Investment Advisor Representative working at Park Avenue Securities LLC in Charlotte, NC and has over 3 years of experience in the finance industry. Michael Acosta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Isaac Acosta Montenegro (CRD# 6268438) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 7 years of experience in the finance industry. Isaac Acosta Montenegro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Acuna (CRD# 5050610) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 15 years of experience in the finance industry.
Christopher Adams (CRD# 6024105) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Charlotte, NC and has over 9 years of experience in the finance industry.
Gregory Adams (CRD# 3074801) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 22 years of experience in the finance industry. Gregory Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Heidi Adams (CRD# 4414818) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Charlotte, NC and has over 19 years of experience in the finance industry.
Jarrod Adams (CRD# 4682375) is an Investment Advisor Representative working at Jarrod Adams Investing, LLC in Charlotte, NC and has over 8 years of experience in the finance industry.
Richard Adams (CRD# 6489315) is an Investment Advisor Representative working at Cg Advisory Services in Charlotte, NC and has over 4 years of experience in the finance industry.
Robert Adams (CRD# 1154440) is an Investment Advisor Representative working at Mml Investors Services, LLC in Charlotte, NC and has over 22 years of experience in the finance industry.
David Adamson (CRD# 6199278) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 7 years of experience in the finance industry.